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Colorado Colorado

Find Retirement Planners for Retirement Planning in Colorado

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Colorado

Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

Curt Clegg

AMA Financial Partners

357 McCaslin blvd
#200

Louisville, CO 80027

720-647-6501

Darren Meyer

Everest Wealth Advisors

8400 E. Prentice Ave
Suite 1010

Greenwood Village, CO 80111

720-826-1092

Don Leander

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919

719-266-5335

J.D. White

White Hawk Wealth Management

756 Dover Street

Broomfield, CO 80020

303-800-0620

Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

Mark Starosciak

Infinium Investment Advisors, LLC

50 South Steele Street
#830

Denver, CO 80209

720-253-1818

Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

Allworth Financial

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

List of Additional Retirement Planners in Colorado*

* Additional advisor listing is provided in partnership with Yext

Bryan Sanson - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
719-328-1050

Elliott, Wenaas, Zepelin & Associates - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

Barnai Asset Management, LLC

2890 18th Street

Boulder, CO 80304
303-601-1410

Summit Wealth Management - Ameriprise Financial Services, LLC

5420 S Quebec St
Ste 105

Greenwood Village, CO 80111
303-221-6416

Townsend

4600 S. Syracuse St.
Floor 9

Denver, CO 80237
303-452-5986

Jason Chao - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6310

Aggregate Wealth Management

1660 South Albion Street
Suite 223

Denver, CO 80222
303-300-5043

Fred Spoliansky - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5517

Accrue Financial Services

1430 Larimer Street
Suite 203

Denver, CO 80202
303-906-6073

Team Behnfield and Guidi - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

Andrea Shortino - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
720-266-1010

Anchor Insurance

4601 Eagleridge Place
#120

Pueblo, CO 81008
719-225-3805

Allstate Personal Financial Representative: Alan Romero

724 Whalers Way
Ste H104

Fort Collins, CO 80525
970-372-1177

Agora Wealth Management

1425 North Union Boulevard

Colorado Springs, CO 80909
719-272-0203

Allstate Personal Financial Representative: Edward Meracle

1745 Shea Center Dr
Ste 400

Highlands Ranch, CO 80129
636-233-2034

Jones Mertsching CPAs

32186 Castle Ct
220

Evergreen, CO 80439
303-480-9090

Integrated Financial Architects

12760 Stroh Ranch Way
Suite 102

Parker, CO 80134
303-663-0111

Mike Malarney - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-689-7437

Aegis Financial Partners

1510 28th Street
Suite 100

Boulder, CO 80303
303-793-9350

Precision Wealth Advisors

6208 Leman Drive
Suite 215

Colorado Springs, CO 80918
719-535-8027

Ascent Financial Strategies LLC

2150 Hollow Brook Drive
Suite 210

Colorado Springs, CO 80918
719-532-9960

Bedford Wealth Advisors

7850 Edelweiss Court

Boulder, CO 80303
303-499-8800

Animas Capital Management, LTD

1485 Florida Road
Suite C202

Durango, CO 81301
970-385-2555

Wealth Evolution Group

14143 Denver West Pkwy
Suite 100

Golden, CO 80401
303-586-8890

The J&L Team - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3172

Andrew Scripter, SWBC Mortgage, NMLS #404639, LMB #100048574

2240 N Clay St.
Unit 102

Denver, CO 80211
303-875-0542

Heritage Capital Concepts

5555 Erindale Dr
Suite 100

Colorado Springs, CO 80918
719-570-1420

Goosehead Insurance - Patricia Reimann

1615 Platte St

Denver, CO 80202
303-850-2659

Goosehead Insurance - Shelby Edwards

10200 W 44th Ave

Wheat Ridge, CO 80033
303-570-0136

Goosehead Insurance - Brian Heraty

7535 East Hampden Avenue
Suite 400

Denver, CO 80231
720-599-1883

Thiensa Nguyen

303-221-3639

Matthew Lamarche, CFP, CIMA, CRPC - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1504

Whitney W Grimm - Ameriprise Financial Services, LLC

5420 S Quebec St
Ste 105

Greenwood Village, CO 80111
303-221-6416

Rhonda Wagner - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-222-2610

Kip Hertzenberg - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2060

Elevations Credit Union

4750 West 120th Avenue
Unit 700

Westminster, CO 80031
303-443-4672

Brandy Merriam - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
719-385-3913

JL Davis Financial - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-691-3827

Jerry R Reiff - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9616

Morgan Stanley Financial Advisors

940 Main Ave

Durango, CO 81301
970-259-0937

Tierney Ziebelman - Ameriprise Financial Services, LLC

3001 Brighton Blvd
Ste 769

Denver, CO 80216
720-541-6265

Eric Swope - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-222-2609

America's Tax Solutions

5690 DTC Blvd
Suite 670E

Greenwood Village, CO 80111
303-514-9466

Mark B. Luiz - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5027

The Malloy Wealth Management Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3977

Lisa Lynn - Ameriprise Financial Services, LLC

2629 Redwing Rd
Ste 310

Fort Collins, CO 80526
970-206-0320

Centennial Capital Partners

13984 W. Bowles Ave.
Suite 200

Littleton, CO 80127
866-511-1281

Sindrich & Associates

1490 S Pearl Street

Denver, CO 80210
303-744-8899

Aton Advisors

303-957-5685

Allstate Personal Financial Representative: Julian Luna

18620 Grn Valley Blvd
Ste 102

Denver, CO 80249
303-257-8395

Edward Jones - Financial Advisor: Brady A Pitt

6543 N Academy Blvd

Colorado Springs, CO 80918
719-533-0194

Rob McAllister Jr. - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6218

The BlueWater Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6205

First Command Financial Advisor - Mitchell Aase

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Rory Lindquist - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6205

American DREAM - Oakwood Homes

5356 N Argonne St

Denver, CO 80249
303-486-8837

St Jude Dream Home 2020

4507 N Quatar Ct

Aurora, CO 80019
303-486-8500

Thompson River Ranch - Oakwood Homes - Carriage House

3617 Valleywood Ct

Johnstown, CO 80534
970-347-8346

Banning Lewis Ranch - Oakwood Homes - Park House

6845 Backcountry Loop

Colorado Springs, CO 80927
719-380-5085

Oakwood Homes Colorado Springs Support Center

1290 N Newport Rd

Colorado Springs, CO 80916
719-380-5040

The Reserve - Green Valley Ranch

4914 Picadilly Rd

Aurora, CO 80249
303-486-8915

The Enclave - Oakwood Homes

20968 E Beekman Pl

Denver, CO 80249
303-486-8742

Green Valley Ranch - Oakwood Homes - Carriage House

4606 N Quatar Ct

Aurora, CO 80019
303-486-8504

The Cherry Creek Group - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5100

Konrad Pi - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2058

Arthur Segall - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2361

Aspen Wealth Management, Inc.

3939 E Arapahoe Road
Suite 100

Centennial, CO 80122
303-261-8014

David L. Shuler Jr., LUTCF

370 Interlocken Boulevard
Suite 600

Broomfield, CO 80021
303-403-5608

uBreakiFix

1685 S Colorado Blvd
Unit Q1

Denver, CO 80222
720-476-4768

Matthew Collett, SWBC Mortgage, NMLS #403733, LMB #100048629

2240 N Clay St.
Unit 102

Denver, CO 80211
303-518-1398

Nathan Page, SWBC Mortgage, NMLS #1854512, LMB #100514343

2240 N Clay Street
Unit 102

Denver, CO 80211
303-916-4623

First Command Financial Advisor - Shaune Sanders

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

Harry Jewett - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9608

Bret A. Roberts - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5109

VanEd

5345 Arapahoe Ave
Suite #7

Boulder, CO 80303
800-455-8348

Wendi Miles-Boykin

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

Strongpoint Financial Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5019

Dodds Wealth Management Group

1155 Kelly Johnson Blvd
#130

Colorado Springs, CO 80920
719-260-9200

Investment Center Advisor Group

290 East 25th Street
Suite 100

Loveland, CO 80538
970-622-2366

Jason W. Lord, CFP, CPWA - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5748

Upstream Investment Partners

9380 Station Street
Suite 535

Lone Tree, CO 80124
720-506-4204

Edward Jones - Financial Advisor: Colleen Thompson

913 11th Street

Golden, CO 80401
303-232-6909

Mark Sikorski - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
719-385-3904

Jochems Financial Services

303-250-5668

BAM Advisory Group

165 S Union Blvd
Suite 424

Lakewood, CO 80228
303-531-5055

Mark Onstott

719-258-9961

Brian Loiseau

5350 S Roslyn Street
Suite 240-A

Greenwood Village, CO 80111
303-220-2521

Stewardship Colorado

1240 Bergen Parkway
Suite A-220

Evergreen, CO 80439
303-500-1930

Dechtman Wealth Management

7807 E. Peakview Ave
#410

Centennial, CO 80111
303-741-9772

Craig Eliot Cisney - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
719-288-1305

Mountain West Retirement, LLC

10730 East Bethany Drive
Suite 155

Aurora, CO 80014
303-500-1255

Golden Wealth Solutions, Inc

165 S. Union Blvd.
Suite #500B

Lakewood, CO 80228
303-456-1913

Banning Lewis Ranch - Oakwood Homes - Sterling Collection

9326 Portmar Dr

Colorado Springs, CO 80927
719-380-5095

CORE Financial

2120 Milestone Dr
Unit 101

Fort Collins, CO 80525
970-226-2744

Southwest Financial & Retirement Services

999 18th Street
Suite 1230 - South Tower

Denver, CO 80202
303-933-8844

Retirement Planning Center of the Rockies

750 W Eisenhower Blvd
Suite 300

Loveland, CO 80537
970-663-3211

Lane Strategies

6855 South Havana
#270

Centennial, CO 80112
303-768-8135

Margaret English

6820 West Princeton Avenue

Denver, CO 80235
303-793-0605

Western Wealth Management

277 East 3rd Avenue
#A

Durango, CO 81301
970-422-5200

Financial Planning Strategies, Don Leander, CFP

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919
719-266-5335

Spire Investment Partners

101 North Cascade Avenue
Suite 320

Colorado Springs, CO 80903
719-228-3630

Summit Wealth Advisors, Inc.

610 Main Street
Suite 15

Frisco, CO 80443
970-468-8800

Mortgage Solutions Financial

1310 Fortino Blvd
Ste A

Pueblo, CO 81008
719-543-0115

Stroup Financial Strategies, LLC

500 N Circle Dr.
# 207

Colorado Springs, CO 80909
719-636-5166

Solid Money Solutions

4610 South Ulster Street
Suite 150

Denver, CO 80237
303-862-5200

Erie Highlands - Oakwood Homes - Overlook Collection

56 Pear Lake Ct

Erie, CO 80516
303-486-8843

Oakwood Homes Design Center

18655 Green Valley Ranch Blvd

Denver, CO 80249
303-486-8600

Reunion - Oakwood Homes - Meridian Collection

17899 E 107th Pl

Commerce City, CO 80022
303-486-8841

Adonea - Oakwood Homes - Park House

176 S New Castle Way

Aurora, CO 80018
303-486-8634

Thompson River Ranch - Oakwood Homes - Park House

3663 Driftwood Dr

Johnstown, CO 80534
970-347-8345

Townsend

2761 West 120th Ave
Suite 200

Westminster, CO 80234
303-452-5986

Global Wealth Management Group

3801 East Florida Ave
Suite 400

Denver, CO 80210
303-747-5688

Targeted Wealth Solutions

303-800-8179

NorthPointe Investment Partners, LLC

5750 S. Ulster Cir. E
Ste: 300

Greenwood Village, CO 80111
720-670-0076

Cronkhite Wealth Strategies

1720 Jet Stream Drive
Suite 210

Colorado Springs, CO 80921
719-266-1267

Mark D. Arlen & Associates

8055 E Tufts Ave
Ste 1400

Denver, CO 80237
303-793-9377

Summit Wealth Strategies, LLC

425 South Cherry Street
Suite 720

Denver, CO 80246
303-954-8141

Doleman Wealth Management LLC

621 17th Street
Suite 1425

Denver, CO 80293
720-283-2121

Mont Wealth Financial Advisors

1755 Telstar Dr.
Suite 300

Colorado Springs, CO 80920
719-302-3004

Campbell & Associates

1420 Cherryvale Road

Boulder, CO 80303
303-440-3556

Steven S Murray - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5128

Matthew Y. Parish - UBS Financial Services Inc.

10375 Park Meadows Drive
Suite 400

Lone Tree, CO 80124
303-267-3013

John Mulstay - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2031

John Hogan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4015

Allstate Personal Financial Representative: Stephanie Beirne

7120 E Orchard Rd
Ste 270

Centennial, CO 80111
303-339-3820

Justin Borvansky NMLS#640487

303-919-4288

J P Morand & Company

6500 S Quebec Street
Suite 300

Englewood, CO 80111
303-860-1234

Michael Hess

5350 S Roslyn Street
Suite 240-J

Greenwood Village, CO 80111
303-948-0235

RCS Wealth Management

3989 East Arapahoe Road
Suite 210

Centennial, CO 80122
303-777-5500

Rocky Mountain Wealth Partners

2153 Chuckwagon Road
Suite 202

Colorado Springs, CO 80919
719-400-6521

Gordon Baker

5350 S Roslyn Street
Suite 240-J

Greenwood Village, CO 80111
303-948-0235

Parr and Strand - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

ERSI Wealth Management

7009 S. Potomac St.
Suite 102

Centennial, CO 80112
720-876-2323

Kent A Welley - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6201

The Brown Wealth Management Team - UBS Financial Services Inc.

90 South Cascade Avenue
Suite 900

Colorado Springs, CO 80903
719-520-3601

Stewart Stothoff - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
720-565-9856

Joseph Pepper

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

Ryan Financial

7800 East Union Avenue
Suite 450

Denver, CO 80237
303-243-3388

Rocky Mountain Wealth Management

2505 Walnut Street
2nd Floor

Boulder, CO 80302
303-444-4415

Eliot Kairys - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

Budding Equity Management

1660 S. Albion St.
Ste 321

Denver, CO 80222
303-848-8312

Fassi Financial

125 South Howes Street
Suite 910

Fort Collins, CO 80521
970-416-0088

Michael J. Fowles - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-5603

Steve M. Kehoe, CFP - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-402-5510

Mark Barrand - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-222-2612

Altius Financial

1777 S. Harrison Street
Suite 810

Denver, CO 80210
303-584-9271

Allstate Personal Financial Representative: Alan Welty III

1513 W 70th Ave
Unit B

Denver, CO 80221
720-938-4399

Harris Tax & Wealth Management, PC

7112 W Jefferson Avenue
Suite 107

Lakewood, CO 80235
303-985-7654

Rocky Mountain Financial Advisors - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7437

Ward Cerny - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4880

Amy Suzanne Knapp - Ameriprise Financial Services, LLC

26267 Conifer Rd
Ste 302

Conifer, CO 80433
303-697-0274

Morgan Stanley Financial Advisors

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

Michael Robb - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2316

Bonnie Gibbs, CFP, CIMA, CDFA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3012

Fairway Villas - Oakwood Homes

20391 E 53rd Dr

Denver, CO 80249
303-486-8713

Banning Lewis Ranch - Oakwood Homes - Carriage House

6782 John Muir Trail

Colorado Springs, CO 80908
719-380-5091

The Retreat - Banning Lewis Ranch

8739 Tranquil Knoll Ln

Colorado Springs, CO 80908
719-380-5092

Pinnacle Wealth Management

2696 South Colorado Boulevard
Suite 430

Denver, CO 80222
303-806-0988

Kory Miller Financial Management

2144 45th Ave

Greeley, CO 80634
970-330-4676

Colorado Financial Solutions, Inc.

6834 S. University Blvd.
# 470

Centennial, CO 80122
303-220-8744

HomeWell Care Services

3001 N Taft Avenue
Suite 100

Loveland, CO 80538
970-461-4799

Kristen Wenaas - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

Madison A. Carter - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5169

Todd Hauer - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2406

uBreakiFix

6912 N Academy Blvd

Colorado Springs, CO 80918
719-528-7054

Integrated Benefits Inc.

970-975-0280

QCL Financial

1055 3280 28th St

Boulder, CO 80301
719-353-8845

Dala Financial Services

2720 Tartan Lane

Colorado Springs, CO 80920
719-963-3674

Mosaic Retirement Planning, LLC

7200 S Alton Way
Suite B290

Centennial, CO 80112
720-617-4400

Mona Lara - Thrivent Financial

2060 Briargate Pkwy
120

Colorado Springs, CO 80920
719-896-4205

RTI Wealth Management

400 E Horsetooth Road
Suite 201

Fort Collins, CO 80525
970-236-8800

Paul Luchau | The Momentous Group

150 W 9th Ave
Suite 4417

Denver, CO 80204
720-291-5090

Sheri R. Di Paglia - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-689-2657

Core Values Investment Management

9085 East Mineral Circle
Suite 270

Centennial, CO 80112
303-792-5373

The Timberline Group, LLC

16748 East Smoky Hill Road
#320

Centennial, CO 80015
303-680-4240

Catalyst Retirement Advisors

7900 East Union Avenue
#120

Denver, CO 80237
303-617-7270

Paladin Wealth Management, LLC

946 Koss Street

Erie, CO 80516
303-393-2406

Integrated Investment Group, Inc.

6400 S Fiddlers Green Circle
# 600

Greenwood Village, CO 80111
303-690-1927

Tim Hirst - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2496

Saddle River Capital Management

1011 South Valentia Street
Suite 138

Denver, CO 80247
303-923-3371

Oxford Financial Planners

835 Second Ave
Suite 323

Durango, CO 81301
970-375-1291

The Nissim Lembeck Wealth Management Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5004

Elizabeth Willenbrock - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-8981

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
720-399-5555

Erickson Financial

155 East Boardwalk Drive
Suite 300

Fort Collins, CO 80525
970-226-2541

Heirloom Wealth Management

385 Inverness Parkway
Suite 390

Englewood, CO 80112
720-328-2877

Happy Valley Capital

30752 Southview Drive
Suite 100

Evergreen, CO 80439
303-674-5558

Richard Allen Mollandor - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5807

Become The Banker

6860 S. Yosemite CT.
#2000

Centennial, CO 80112
303-779-6600

Tedstrom Wealth Advisors

1999 Broadway
Suite 1415

Denver, CO 80202
303-996-6514

James M Olson - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1819

The Emerald Peak Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1802

Andrew Askin - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

Jessica Urbanski - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9709

Bull & Bear Financial Outfitters

11351 Main Range Trail

Littleton, CO 80127
303-215-1313

Beneficent Long Term Care VA & Medicaid Education

665 Southpointe Ct
100

Colorado Springs, CO 80906
719-645-8350

Darren Levinthal - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
303-430-1010

Paul Daniel Franco - Ameriprise Financial Services, LLC

1910 Vindicator Dr
Ste 104

Colorado Springs, CO 80919
719-528-5882

JW Lerew Company

2260 South Xanadu Way
Suite 265

Aurora, CO 80014
303-745-0438

Platinum Financial Solutions, LLC

3033 S Parker Rd
Suite 730

Aurora, CO 80014
720-996-0186

Edward May - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2417

Edward Jones - Financial Advisor: David E Viereck, CFP®|AAMS"

2696 S Colorado Blvd
Suite 585

Denver, CO 80222
303-756-0249

Foothills Insurance

7100 Broadway
Suite #5000

Denver, CO 80221
303-469-1293

Erica Hinrichs - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
303-430-1010

KS Retirement Solutions, LLC

1736 Hillcrest Dr

Delta, CO 81416
970-874-9300

Wealthnet Investments, LLC

9800 Mount Pyramid Court
Suite 400

Englewood, CO 80112
303-895-1395

Joseph S. Sturniolo & Associates, Inc.

7535 East Hampden Avenue
Suite 501

Denver, CO 80231
303-695-4363

Brian Orinick - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-222-2603

Brent Van Heel - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
720-547-1362

Denver Wealth Consulting Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5087

Table Bay Financial Network

5690 DTC Blvd
Suite 670E

Greenwood, CO 80111
303-514-9466

Yampa Valley Insurance Agency

502 Buena Vista Court

Steamboat Springs, CO 80487
970-819-4579

Cornerstone Financial Strategies

2324 23rd Avenue

Greeley, CO 80634
970-590-3971

Lighthouse Advisors, LLC

8181 Arista Place
Suite 100

Broomfield, CO 80021
858-583-1676

The Zabarsky Group

362 Detroit Street
Suite B

Denver, CO 80206
516-374-3946

Executive Wealth Planning

5619 DTC Parkway
Suite 1050

Denver, CO 80111
720-354-3858

Alliant Retirement and Investment Services

4600 S Syracuse St
#900

Denver, CO 80237
773-462-8822

Damian Walsh - Ameriprise Financial Services, LLC

640 Plaza Dr
Ste 330

Highlands Ranch, CO 80129
303-425-0904

Elevated Wealth Strategies

2150 West 29th Avenue
Suite 520

Denver, CO 80211
303-900-9102

Lauber Financial

8055 East Tufts Avenue
Suite 1400

Denver, CO 80237
317-372-6292

David Moritz - Ameriprise Financial Services, LLC

19751 E Mainstreet
Ste R12

Parker, CO 80138
720-836-4534

David M. Wilcox, Agent at New York Life

3200 Cherry Creek South Drive
Suite 700

Denver, CO 80209
719-726-3468

Bill Kurtz - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5804

Kent Zeidman - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
303-430-1010

Mark A. Ruccolo, CFP - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3978

Western International Securities- Peter B. Steege

1700 Lincoln Street
Ste. 2230

Denver, CO 80203
720-932-6723

Spruce Financial

2470 Patterson Road
Unit 5 Suite 1

Grand Junction, CO 81505
720-289-1736

NOW CFO

1999 Broadway
Suite 1100

Denver, CO 80202
877-884-0232

Wilson & Klenovich Financial Planning

4456 S Whispering Circle

Colorado Springs, CO 80917
719-550-4150

Integrated Wealth Strategies, Inc.

6658 Gunpark Drive
Suite 101

Boulder, CO 80301
303-927-7201

Edward Jones - Financial Advisor: Shane M Richendifer, AAMS"

2510 E Harmony Rd
Ste 201

Ft Collins, CO 80528
970-223-7799

Headway Financial Solutions, LLC

720-551-5508

Spence Cassidy Wealth Partners

1430 Larimer Street
Suite 203

Denver, CO 80202
928-600-0401

Kathy Spencer - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5508

The Crestone Company

524 S Cascade Avenue
Suite 5

Colorado Springs, CO 80903
719-473-0802

Pilkington Financial Services

226 South 2nd Street

Sterling, CO 80751
970-522-6836

Allen Pierce - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5019

Ryan Ahlstrom - Ameriprise Financial Services, LLC

743 Horizon Ct
Ste 302

Grand Junction, CO 81506
970-549-2022

Neil Lubar - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6252

Edward Jones - Financial Advisor: Kreat A Lewis, AAMS"

307 West 3rd Street

Palisade, CO 81526
970-464-4781

Patricia E. Miller, CFP®,CPWA®,CDFA® - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5092

Dave Strand - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

Jenne Trembley - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

The Pikes Peak Group - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-633-1793

Eric D Durnell - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
720-266-1017

Matthew Monks - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

Tamara K Fontenot - Ameriprise Financial Services, LLC

5607 Yukon St

Arvada, CO 80002
303-227-3600

Sentinel Wealth Management

6000 Greenwood Plaza Blvd
Ste 100

Greenwood Village, CO 80111
719-464-8123

Daniel Schultz - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
720-565-6117

Jeremy Davis - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-691-3827

Edward Jones - Financial Advisor: Kelly Walker

1640 Pace St
Suite 200

Longmont, CO 80504
303-485-2104

Wealth Evolution Group

620 E Main St

Frisco, CO 80443
303-586-8890

Christopher Toney - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5121

Ethos Financial Partners - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

Bob Sikorski - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
719-385-3921

James Douglas Oldham - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

Eric Jenson

303-220-2521

Brightside Wealth Advisors - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
720-565-6117

Edward Jones - Financial Advisor: Devin Kellenberger

2801 Youngfield St
Suite 110

Golden, CO 80401
303-231-9090

Edward Jones - Financial Advisor: John Michael Booton, AAMS"

2519 S Shields St
Suite 1P

Ft Collins, CO 80526
970-493-1365

Oliver Asset Management

1729 Terry St

Longmont, CO 80501
303-485-7509

Calvin Mason - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
719-288-1316

Nicholas Anderson - Ameriprise Financial Services, LLC

5420 S Quebec St
Ste 105

Greenwood Village, CO 80111
303-221-6416

Hasson Financial, LLC

7800 East Union Avenue
Suite 450

Denver, CO 80237
303-755-7600

Edward Jones - Financial Advisor: Craig Leonard Jr, AAMS"

2510 E Harmony Rd
Ste 201

Ft Collins, CO 80528
970-223-7799

Dean Obenauer - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7440

Adonea - Oakwood Homes - Carriage House

181 South Oak Hill St

Aurora, CO 80018
303-486-8701

Oakwood Homes - Support Center

4908 Tower Rd

Denver, CO 80249
303-486-8500

Banning Lewis Ranch - The Enclave - Oakwood Homes

9322 Dome Run Ct

Colorado Springs, CO 80927
719-380-5083

Briarwood Bungalows at Banning Lewis Ranch - Oakwood Homes

6490 Golden Briar Ln

Colorado Springs, CO 80927
719-380-5087

Banning Lewis Ranch - Oakwood Homes - Horizon Collection

8811 Tranquil Knoll Ln

Colorado Springs, CO 80927
719-380-5082

Green Valley Ranch - Oakwood Homes Horizon/Meridian Collection

21880 E 46th Pl

Aurora, CO 80019
303-486-8507

Reunion - Oakwood Homes - Carriage House

10519 Truckee St

Commerce City, CO 80022
303-486-8840

Reunion - Oakwood Homes - Horizon Collection

17596 E 103rd Ave

Commerce City, CO 80022
303-486-8566

Todd Doleshal - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

Linda S Kalat - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9644

Agnes Medina

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

Michael Hart

303-948-0235

Timothy B Rohlfing - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
719-599-7431

Aaron Thurston - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
719-599-7431

Mark Nelson - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
719-599-0833

Chrysalis Wealth Management - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
719-599-0833

Ryan Halvorson - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3644

Aspen Creek Wealth Strategies

7222 Commerce Center Drive
Suite 245

Colorado Springs, CO 80919
719-722-2133

Purpose Planning

1980 DOMINION WAY
SUITE 200

Colorado Springs, CO 80918
719-590-4110

MassMutual Colorado

3039 West 22nd Avenue

Denver, CO 80211
303-378-3996

Elevations Credit Union

1900 West South Boulder Road

Lafayette, CO 80026
303-443-4672

Financially Intact

421 21st Avenue
Suite 213

Longmont, CO 80501
303-776-0867

Elevate Wealth Management

4100 East Mississippi Avenue
Suite 800

Denver, CO 80246
303-393-0340

Stacia Schumacher - Ameriprise Financial Services, LLC

2134 Curtis St
Ste 301

Denver, CO 80205
720-532-8082

The Mossa Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3191

Lisa Forbes - Ameriprise Financial Services, LLC

5755 Mark Dabling Blvd
Ste 370

Colorado Springs, CO 80919
719-598-9442

Allstate Personal Financial Representative: Richard Maves

8375 Willow St
Ste 211

Lone Tree, CO 80124
303-437-3273

First Command Financial Advisor - Doug Keller

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Felix Antwi

513-807-2056

Sara Tarbush - Ameriprise Financial Services, LLC

5607 Yukon St

Arvada, CO 80002
303-227-3600

Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®|AAMS"

7836 N Academy Blvd

Colorado Springs, CO 80920
719-599-0970

Paul Cucci - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7460

Kathleen Drake - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-222-2605

Life Well Lived Financial Group - Ameriprise Financial Services, LLC

1910 Vindicator Dr
Ste 104

Colorado Springs, CO 80919
719-528-5882

Escalade Financial Partners - Ameriprise Financial Services, LLC

19751 E Mainstreet
Ste R12

Parker, CO 80138
303-841-1763

Terry Bevan - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
303-407-1275

Morgan Stanley Financial Advisors

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5501

Edward Jones - Financial Advisor: Carleton Bandy, CFP®

300 Plaza Drive
Ste 180

Highlands Ranch, CO 80129
303-683-2497

Bradford A Gann - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
719-328-1050

Edward Jones - Financial Advisor: Andrew Cuckie, CFP®

111 S Sligo
Building B Ste D

Cortez, CO 81321
970-565-6200

Lee Davis - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-691-3827

Nimock Wealth Management Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5049

The Leonard-McDevitt Sustainable Investment Group - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-402-5501

Stephen L Stribling - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-925-9730

Jeanette Cox - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9731

Gregory L. Smith - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6335

Ann Ries - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6333

Noel Todd Wickwar - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2040

George Michael Belme - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2332

Michael D Edwards - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9606

The Inverness Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9695

Edward Jones - Financial Advisor: Angel M Kelchen, AAMS"

202 6th St
Ste 301H

Castle Rock, CO 80104
303-660-0780

David Wayne Weinbender - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5844

Julie McCorkel - Ameriprise Financial Services, LLC

4704 Harlan St
Ste 511A

Denver, CO 80212
717-903-9398

Denver, CO Private Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
800-722-2408

Nancy Morrow - Ameriprise Financial Services, LLC

6830 Eastmoor Dr

Denver, CO 80237
303-758-5787

Adam Goble - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5512

Rick Berry - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2167

John T Skalet - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2381

Martin Agebrand - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2362

Edward Jones - Financial Advisor: Colin Cunningham, AAMS"

1025 Cannon St
Suite 1B

Louisville, CO 80027
303-439-2035

Thrivent Financial

2060 Briargate Pkwy
120

Colorado Springs, CO 80920
719-531-5900

Jeff Nelligan - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9621

Michael V Brown - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5116

Judith Constantine - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4838

Ryan Moore - Ameriprise Financial Services, LLC

21222 E Saddle Rock Ln
Ste 769

Aurora, CO 80016
720-808-0017

The Harter Breen Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9636

Andrew Kauth, CPWA, CIMA, RMA - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1506

NewBridge Wealth Management - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1504

The Raben McLaurin Team - UBS Financial Services Inc.

3711 John F. Kennedy Parkway
Suite 410

Fort Collins, CO 80525
970-498-4010

Timothy J Maestas - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1280

Nimock Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5049

Schuyler Everett Grey III - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2045

Donald Cooley

303-220-2521

Everest Wealth Advisors

8400 E Prentice Ave
Suite 1010

Greenwood Village, CO 80111
720-826-1092

Richard H Parker - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4840

First Command Financial Advisor - Will Bartels

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

First Command Financial Advisor - Ross Mortensen

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

Nicole May - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-689-7480

Ryan Murphy - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7441

Amy Berk - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7416

Terrance Erbert - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-689-7425

Stephen Baker - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

Edward Jones - Financial Advisor: Deanna Pickman, AAMS"

165 S Union Blvd
Ste 705

Lakewood, CO 80228
303-985-7390

Edward Jones - Financial Advisor: Jacob D Larsen, AAMS"

108 E Saint Vrain St
Suite 10

Colorado Springs, CO 80903
719-633-3245

Edward Jones - Financial Advisor: Chris Wall

5990 Kipling St
Suite 100

Arvada, CO 80004
303-456-5512

Samantha Ediger - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5505

Webster-Nystrom Wealth Management - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5351

Allstate Personal Financial Representative: R.David Melfi

5944 S Kipling Pkwy

Littleton, CO 80127
303-929-8896

David M. Young - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5017

Kevin J Goldin - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9712

Austin Trevino - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5016

Cynthia Ann Hansen - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-0894

Edward Jones - Financial Advisor: Charlene J Hunt, AAMS"

501 South Cherry Street
Suite 450

Denver, CO 80246
303-997-9504

Morgan Stanley Financial Advisors

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-633-1793

Michael A Markovich - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9633

Ali Yousaf - Ameriprise Financial Services, LLC

6400 S Fiddlers Green Cir
Ste 440

Greenwood Village, CO 80111
720-710-4446

Kathleen A. Leonard - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-402-5501

Greg Parr - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

Susan Elliott - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

Wes Zepelin - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-916-2893

Karasik Cohen Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
847-441-3678

Cheryl Nelson Boyd - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123